Featured 13F manager
Murphy Pohlad Asset Management LLC Murphy Pohlad
Eden Prairie, MN 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $287M
- 135 Positions
- 2026 Q2
- +2.9% QoQ
- Top 5 14.8%
Murphy Pohlad files Murphy Pohlad Asset Management LLC as a Form 13F. The latest book is 2026 Q2 at $287M, up 2.9% QoQ, led by Travelers Companies, Intel, and Berkshire Hathaway.
Portfolio
top 5 14.8% · top 10 25.5%
- TRV - Travelers Companies 3.7%
- INTC - Intel 3.4%
- BRK.B - Berkshire Hathaway · CL B 2.8%
- AEM - Agnico Eagle Mines 2.5%
- COP - Conocophillips 2.4%
- CSCO - Cisco Sys 2.4%
- CTVA - Corteva 2.2%
- SLB - Schlumberger 2.1%
- CCJ - Cameco 2.0%
- UNP - Union Pac 2.0%
- BK - Bank Of Ny Mellon 1.8%
- EMR - Emerson Elec 1.8%
- Other 70.9%
AUM over time
Book
| BRK.B - Berkshire Hathaway · CL B | 3.98% | Reduce −1.7% | 25,925 | $350.30 | $9M | −435 | +$93K |
| COP - Conocophillips | 3.42% | Reduce −3.1% | 65,036 | $119.80 | $8M | −2,075 | +$838K |
| INTC - Intel | 2.92% | Add +3.7% | 187,040 | $35.55 | $7M | +6,695 | +$619K |
| MSFT - Microsoft | 2.70% | Reduce −7.2% | 19,494 | $315.75 | $6M | −1,523 | −$1M |
| TRV - Travelers Companies | 2.65% | Add +1.2% | 36,965 | $163.31 | $6M | +440 | −$306K |
| CMCSA - Comcast · CL A | 2.55% | Add +1.3% | 131,145 | $44.34 | $6M | +1,729 | +$438K |
| MDT - Medtronic | 2.54% | Add +5.1% | 73,997 | $78.36 | $6M | +3,565 | −$407K |
| SLB - Schlumberger | 2.52% | Reduce −1.4% | 98,773 | $58.30 | $6M | −1,400 | +$838K |
| PG - Procter And Gamble | 2.50% | Reduce −0.6% | 39,084 | $145.86 | $6M | −250 | −$268K |
| FHI - Federated Hermes · CL B | 2.45% | Reduce −2.1% | 165,291 | $33.87 | $6M | −3,500 | −$453K |
| UPS - United Parcel Service · CL B | 2.27% | Add +2.8% | 33,279 | $155.87 | $5M | +900 | −$617K |
| ALV - Autoliv | 2.14% | Reduce −3.2% | 50,700 | $96.48 | $5M | −1,700 | +$435K |
| EMR - Emerson Elec | 2.01% | Reduce −4.7% | 47,415 | $96.57 | $5M | −2,360 | +$80K |
| UNP - Union Pac | 1.96% | Add +2.8% | 21,953 | $203.63 | $4M | +590 | +$99K |
| CVX - Chevron | 1.96% | Reduce −1.6% | 26,447 | $168.62 | $4M | −435 | +$230K |
| APA — | 1.92% | Hold | 106,300 | $41.10 | $4M | — | — |
| DVN - Devon Energy | 1.91% | Reduce −2.8% | 91,250 | $47.70 | $4M | −2,660 | −$187K |
| CTVA - Corteva | 1.91% | Reduce −0.2% | 84,937 | $51.16 | $4M | −150 | −$530K |
| PFE - Pfizer | 1.85% | Add +8.9% | 126,979 | $33.17 | $4M | +10,415 | −$64K |
| AIG - American Intl Group | 1.74% | Reduce −0.2% | 65,350 | $60.60 | $4M | −150 | +$191K |
| UNH - Unitedhealth Group | 1.72% | Hold | 7,777 | $504.19 | $4M | — | — |
| AAPL - Apple | 1.70% | Reduce −1.4% | 22,630 | $171.21 | $4M | −313 | −$576K |
| GOOG - Alphabet · CL C | 1.58% | Reduce −6.3% | 27,405 | $131.85 | $4M | −1,845 | +$75K |
| FLS - Flowserve | 1.58% | Reduce −1.6% | 90,615 | $39.77 | $4M | −1,520 | +$181K |
| TGT - Target | 1.55% | Add +0.5% | 32,015 | $110.57 | $4M | +173 | −$660K |
| GD - General Dynamics | 1.52% | Hold | 15,723 | $220.97 | $3M | — | — |
| KIM - Kimco Rlty | 1.45% | Add +0.7% | 187,732 | $17.59 | $3M | +1,325 | −$374K |
| PEP - Pepsico | 1.33% | Reduce −0.1% | 17,927 | $169.44 | $3M | −25 | −$288K |
| CCJ - Cameco | 1.33% | Reduce −0.4% | 76,320 | $39.64 | $3M | −300 | +$625K |
| C - Citigroup | 1.31% | Reduce −3.4% | 72,404 | $41.13 | $3M | −2,520 | −$472K |
| KMB - Kimberly-Clark | 1.24% | Hold | 23,382 | $120.85 | $3M | — | — |
| JNJ - Johnson & Johnson | 1.22% | Reduce −0.4% | 17,821 | $155.76 | $3M | −80 | −$187K |
| MRK - Merck & | 1.20% | Hold | 26,591 | $102.95 | $3M | — | — |
| CSCO - Cisco Sys | 1.15% | Reduce −1.4% | 48,983 | $53.76 | $3M | −700 | +$64K |
| AEM - Agnico Eagle Mines | 1.14% | Add +14.3% | 57,421 | $45.45 | $3M | +7,200 | +$100K |
| WTW - Willis Towers Watson | 1.14% | Reduce −4.2% | 12,420 | $208.96 | $3M | −550 | −$459K |
| REGN - Regeneron Pharmaceuticals | 1.08% | Reduce −4.2% | 2,989 | $822.96 | $2M | −130 | +$219K |
| PNC - Pnc Finl Svcs Group | 1.07% | Reduce −9.1% | 19,879 | $122.77 | $2M | −1,995 | −$314K |
| BAC - Bank of America | 1.05% | Reduce −2.7% | 87,136 | $27.38 | $2M | −2,400 | −$183K |
| GIS - General Mls | 0.97% | Hold | 34,416 | $63.99 | $2M | — | — |
| NSC - Norfolk Southn | 0.95% | Hold | 11,050 | $196.93 | $2M | — | — |
| CMI - Cummins | 0.91% | Reduce −7.6% | 9,090 | $228.46 | $2M | −745 | −$334K |
| FCX - Freeport-Mcmoran · CL B | 0.91% | New | 55,564 | $37.29 | $2M | +55,564 | +$2M |
| BK - Bank New York Mellon | 0.89% | Reduce −1.0% | 47,616 | $42.65 | $2M | −500 | −$111K |
| NOK - Nokia | 0.89% | Add +7.6% | 540,435 | $3.74 | $2M | +38,385 | −$67K |
| HII - Huntington Ingalls Inds | 0.83% | Add +14.9% | 9,255 | $204.58 | $2M | +1,200 | +$60K |
| ITW - Illinois Tool Wks | 0.82% | Reduce −0.3% | 8,115 | $230.31 | $2M | −25 | −$167K |
| CL - Colgate Palmolive | 0.80% | Hold | 25,734 | $71.11 | $2M | — | — |
| LOW - Lowes Cos | 0.75% | Hold | 8,275 | $207.84 | $2M | — | — |
| Signet Jewelers | 0.69% | Add +1.2% | 21,835 | $71.81 | $2M | +250 | +$159K |
| GOLD - Barrick Gold | 0.68% | Add +0.9% | 106,500 | $14.55 | $2M | +900 | −$238K |
| DIS - Disney Walt | 0.66% | Add +8.5% | 18,519 | $81.05 | $2M | +1,450 | −$23K |
| MDLZ - Mondelez Intl · CL A | 0.61% | Hold | 20,050 | $69.40 | $1M | — | — |
| CNX - Cnx Res | 0.61% | Hold | 61,490 | $22.58 | $1M | — | — |
| THO - Thor Inds | 0.60% | Hold | 14,340 | $95.13 | $1M | — | — |
| CLF - Cleveland-Cliffs | 0.59% | Add +544.1% | 85,825 | $15.63 | $1M | +72,500 | +$1M |
| NTR - Nutrien | 0.52% | Add +20.3% | 19,305 | $61.76 | $1M | +3,260 | +$245K |
| BWA - Borgwarner | 0.52% | Add +156.2% | 29,190 | $40.37 | $1M | +17,795 | +$621K |
| WBD - Warner Bros Discovery | 0.50% | Add +3.2% | 106,038 | $10.86 | $1M | +3,300 | −$137K |
| RIO - Rio Tinto | 0.48% | Add +25.6% | 17,280 | $63.64 | $1M | +3,520 | +$221K |
| WMT - Walmart | 0.47% | Hold | 6,730 | $159.93 | $1M | — | — |
| COR - Cencora | 0.46% | Hold | 5,785 | $179.97 | $1M | — | — |
| WFC - Wells Fargo | 0.43% | Hold | 24,270 | $40.86 | $992K | — | — |
| TTC - TORO | 0.43% | Hold | 11,884 | $83.10 | $988K | — | — |
| MMC - Marsh & Mclennan Cos | 0.41% | Reduce −1.6% | 4,970 | $190.30 | $946K | −80 | −$4K |
| MOS - Mosaic | 0.39% | Reduce −21.5% | 24,770 | $35.60 | $882K | −6,800 | −$223K |
| IGT - Ingredion | 0.38% | Hold | 8,864 | $98.40 | $872K | — | — |
| KO - Coca Cola | 0.35% | Hold | 14,452 | $55.98 | $809K | — | — |
| RIG - Transocean | 0.34% | Hold | 94,550 | $8.21 | $776K | — | — |
| GOOGL - Alphabet · CL A | 0.33% | Hold | 5,700 | $130.86 | $746K | — | — |
| HD - Home Depot | 0.33% | Reduce −1.6% | 2,468 | $302.16 | $746K | −40 | −$33K |
| UL - Unilever | 0.33% | Hold | 15,082 | $49.40 | $745K | — | — |
| AMAT - Applied Matls | 0.30% | Reduce −7.4% | 4,990 | $138.45 | $691K | −400 | −$88K |
| DFAT - Dimensional ETF Trust | 0.30% | Reduce −5.2% | 14,893 | $45.69 | $680K | −825 | −$49K |
| BAX - Baxter Intl | 0.29% | Add +0.2% | 17,276 | $37.74 | $652K | +40 | −$133K |
| TJX - Tjx Cos | 0.27% | Reduce −2.8% | 7,000 | $88.88 | $622K | −200 | +$12K |
| CBOE - Cboe Global Mkts | 0.27% | Hold | 3,975 | $156.21 | $621K | — | — |
| CF - Cf Inds | 0.27% | Reduce −1.4% | 7,115 | $85.74 | $610K | −100 | +$109K |
| WY - Weyerhaeuser Mtn Be | 0.26% | Hold | 19,680 | $30.66 | $603K | — | — |
| COST - Costco Whsl | 0.26% | Hold | 1,055 | $564.96 | $596K | — | — |
| DFAC - Dimensional ETF Trust | 0.26% | Hold | 22,504 | $26.20 | $590K | — | — |
| LMT - Lockheed Martin | 0.26% | Add +1.8% | 1,431 | $408.96 | $585K | +25 | −$62K |
| WRB - Berkley W R | 0.24% | Hold | 8,662 | $63.49 | $550K | — | — |
| Pioneer Nat Res | 0.24% | Reduce −13.9% | 2,376 | $229.55 | $545K | −385 | −$27K |
| XOM - Exxon Mobil | 0.24% | Reduce −2.1% | 4,560 | $117.58 | $536K | −100 | +$36K |
| BRK.A - Berkshire Hathaway · CL A | 0.23% | Hold | 1 | $531,477 | $531K | — | — |
| TT - Trane Technologies | 0.23% | Hold | 2,575 | $202.91 | $522K | — | — |
| OSUR - Orasure Technologies | 0.23% | Hold | 87,350 | $5.93 | $518K | — | — |
| DEO - Diageo | 0.21% | Hold | 3,257 | $149.18 | $486K | — | — |
| SPG - Simon Ppty Group | 0.19% | Add +3.5% | 3,934 | $108.03 | $425K | +134 | −$14K |
| DOW - DOW Inc | 0.19% | Add +5.8% | 8,200 | $51.56 | $423K | +450 | +$10K |
| JPM - Jpmorgan Chase & | 0.17% | Reduce −23.3% | 2,640 | $145.02 | $383K | −800 | −$117K |
| WINA - Winmark | 0.16% | Hold | 1,000 | $373.13 | $373K | — | — |
| MAA - Mid-Amer Apt Cmntys | 0.16% | Hold | 2,775 | $128.65 | $357K | — | — |
| MAC - Macerich | 0.15% | Add +2.3% | 31,505 | $10.91 | $344K | +720 | −$3K |
| VZ - Verizon Communications | 0.15% | Reduce −88.2% | 10,581 | $32.41 | $343K | −79,408 | −$3M |
| LLY - Eli Lilly & | 0.14% | Hold | 586 | $537.13 | $315K | — | — |
| VTV - Vanguard Index Fds | 0.13% | Hold | 2,119 | $137.93 | $292K | — | — |
| ABBV - Abbvie | 0.12% | Hold | 1,785 | $149.06 | $266K | — | — |
| EXPE - Expedia Group | 0.11% | Hold | 2,500 | $103.07 | $258K | — | — |
| FUL - Fuller H B | 0.11% | Hold | 3,730 | $68.61 | $256K | — | — |
| PSX - Phillips 66 | 0.11% | New | 2,005 | $120.15 | $241K | +2,005 | +$241K |
| ENB - Enbridge | 0.10% | Reduce −10.3% | 7,142 | $33.19 | $237K | −818 | −$59K |
| BND - Vanguard Bd Index Fds | 0.10% | Hold | 4,695 | $49.19 | $231K | — | — |
| URI - United Rentals | 0.10% | Hold | 500 | $444.57 | $222K | — | — |
| MRNA - Moderna | 0.09% | Reduce −9.7% | 2,000 | $103.29 | $207K | −215 | −$63K |
| BMY - Bristol-Myers Squibb | 0.09% | Reduce −7.0% | 3,538 | $58.04 | $205K | −265 | −$38K |
| Whitestone Reit | 0.07% | Add +3.8% | 16,300 | $9.63 | $157K | +600 | +$5K |
| CELC - Celcuity | 0.04% | Hold | 11,200 | $9.14 | $102K | — | — |
| AMCR - Amcor | 0.04% | Hold | 10,000 | $9.16 | $92K | — | — |
| GCI - Gannett | 0.03% | Hold | 28,000 | $2.45 | $69K | — | — |
| KOPN - Kopin | 0.01% | Add +53.6% | 17,200 | $1.22 | $21K | +6,000 | −$3K |
| LPTH - Lightpath Technologies · CL A | 0.01% | New | 13,500 | $1.45 | $20K | +13,500 | +$20K |
Showing top 50 of 113 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Walgreens Boots Alliance | 0.30% | Exit | 0 | $28.51 | $694K | −24,346 | −$694K |
| EW - Edwards Lifesciences | 0.11% | Exit | 0 | $94.22 | $251K | −2,664 | −$251K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 135 | $287M | +2.9% | 13F-HR | 7/21/2026 | 000156914826000005 |
| 2026 Q1 | 134 | $279M | +7.3% | 13F-HR | 4/14/2026 | 000156914826000004 |
| 2025 Q4 | 125 | $260M | +2.0% | 13F-HR | 2/9/2026 | 000156914826000003 |
| 2025 Q3 | 126 | $255M | +8.1% | 13F-HR | 11/5/2025 | 000156914825000004 |
| 2025 Q2 | 120 | $236M | 0.0% | 13F-HR | 8/4/2025 | 000108514625004470 |
| 2025 Q1 | 121 | $236M | +1.7% | 13F-HR | 4/17/2025 | 000108514625002187 |
| 2024 Q4 | 121 | $232M | −3.7% | 13F-HR | 1/23/2025 | 000108514625000436 |
| 2024 Q3 | 119 | $241M | +3.9% | 13F-HR | 10/28/2024 | 000108514624005193 |
| 2024 Q2 | 115 | $232M | −9.0% | 13F-HR | 7/17/2024 | 000108514624003070 |
| 2024 Q1 | 118 | $255M | +5.4% | 13F-HR | 4/12/2024 | 000108514624001741 |
| 2023 Q4 | 115 | $242M | +6.1% | 13F-HR | 1/19/2024 | 000108514624000329 |
| 2023 Q3 | 113 | $228M | −1.7% | 13F-HR | 10/10/2023 | 000108514623003633 |
| 2023 Q2 | 112 | $232M | −3.7% | 13F-HR | 7/20/2023 | 000108514623002800 |
| 2023 Q1 | 116 | $241M | −1.2% | 13F-HR | 4/17/2023 | 000108514623001709 |
| 2022 Q4 | 116 | $244M | +13.0% | 13F-HR | 2/6/2023 | 000108514623000680 |
| 2022 Q3 | 115 | $216M | −5.3% | 13F-HR | 10/24/2022 | 000108514622003549 |
| 2022 Q2 | 112 | $228M | −8.1% | 13F-HR | 8/3/2022 | 000108514622002747 |
| 2022 Q1 | 111 | $248M | −2.4% | 13F-HR | 5/5/2022 | 000108514622001747 |
| 2021 Q4 | 112 | $254M | +3.7% | 13F-HR | 2/11/2022 | 000108514622000820 |
| 2021 Q3 | 110 | $245M | — | 13F-HR | 11/9/2021 | 000156914821000010 |
About
Murphy Pohlad Asset Management LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2